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Allen Capital Group, LLC: XYL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allen Capital Group, LLC on XYL, newest first. How the timeline and the estimate are built.

Allen Capital Group, LLC held 6,400 XYL shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,400 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $756,544.

    13F-HR 0001601384-26-000005 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,300 shares
    Change vs previous 13F +734 shares

    0.07% of the 13F portfolio, value $752,850.

    13F-HR 0001601384-26-000004 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,566 shares
    Change vs previous 13F -2,715 shares

    0.07% of the 13F portfolio, value $757,978.

    13F-HR 0001601384-26-000001 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,281 shares
    Change vs previous 13F -12 shares

    0.12% of the 13F portfolio, value $1,221,448.

    13F-HR 0001601384-25-000009 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,293 shares
    Change vs previous 13F +338 shares

    0.11% of the 13F portfolio, value $1,072,782.

    13F-HR 0001601384-25-000007 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,955 shares
    Change vs previous 13F -37,171 shares

    0.11% of the 13F portfolio, value $950,304.

    13F-HR 0001601384-25-000002 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,126 shares
    Change vs previous 13F +3,860 shares

    0.64% of the 13F portfolio, value $5,235,525.

    13F-HR 0001601384-25-000001 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 41,266 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $5,572,118.

    13F-HR 0001601384-24-000005 filed by Allen Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).